Edit a custom document template

Modified on Thu, 16 May 2024 at 08:29 AM

The commercial documents you send to your customers embody your company's identity. Fact lets you customize them to create a consistent, professional image.

Create a new template

To create a new document template, the first step is to choose a starting template, which can then be customized.voir l'article : "Create a document template"

To edit a document :

Go to Settings > Customization > Documents
Click on "Edit" from the actions available on each document template.

The document template editor

The document template editor is displayed in full-screen mode on your browser for greater comfort.

It is divided into 3 distinct sections:

1. The top banner is used to :

Rename the template (this name has to be unique for each document template)
Reset it (return to the original template by deleting all changes made to the template)
Save it (and save it by viewing a preview)

You can also close the template editor and return to the list of templates.

2. The left panel can be used to edit the main parameters of a template and to add new components:

Define the template being edited as a favorite in the folder
Add and manage a logo
Add images, text and lists
Manage document colors
Change the starting model (this operation completely resets the model, deleting all changes made and proposing the new starting model selected).

3. The central grid is used for advanced edition of the template, managing all the template components.

They can be moved, resized and deleted.
It is also possible to edit them one by one (style and data to be displayed).

Missing mandatory information
The information on an invoice or document is regulated by law.

When mandatory information is missing from a template, an alert is displayed in the document editor:

By clicking on this alert, you can see the details of the missing information:

Customize the template from the central grid

A document template is made up of several blocks of information, known as "components". All these components can be managed and customized from the central grid.

Locked components- The product table and the totals and summary components are locked: they cannot be moved, resized or deleted.
- The Customer component cannot be deleted.

Move a component

To move a component:
- Click on a component

- Hold down the click while moving the cursor

- When the desired position has been reached, release the cursor.

Resize a component

To resize a component:

- Place the cursor at the bottom right of the component

- A double arrow appears

- Click and hold on the double arrow

- Move the cursor to resize the component

- When the desired size is reached, release the cursor.

Delete a component

To delete a component :

- Click on the cross at the top right of the component

- Confirm the operation in the confirmation message

to remember for deletions- Once a component has been deleted, it and all its contents are permanently lost.
- Once deleted, the "Bank details" component cannot be added again, but it is possible to create a list or text component and insert the bank information using the dynamic variables.

Edit a component

By clicking on the 'pencil' icon at the top right of each component, an additional panel is displayed. This allows you to edit the style and data for the component in question.

The different grid components

A document template can be built from different types of component:

Text (multi-lines or single line)
List
Logo
Image
Invoiced customer
Product table
Totals and summary
Bank details

Multiline Text component

Component goal: to enter text (title + content)

Customization options:

Display / hide a border

Format text (bold, italics, alignment

Add dynamic informations*

Rules
The title is facultative
Content entry is limited to 300 characters.

Example in a document:

Insert dynamic informations

Dynamic informations can be inserted into text and list components:

This involves adding data from documents, customers and file parameters dynamically. 
Example: {customer_mail} automatically displays the email address of the customer linked to the document.

Add a dynamic information:
In the additional panels of the Text and List components, you will find the dynamic informations library:

Click on the dynamic information you want to copy to your clipboard.Click in the content area and paste the dynamic information (ctrl-v / right-click > paste).
The dynamic information appears in the form of a tag surrounded by braces {...}.


Example in a document:

List component

Component goal: Enter labels and values

Customization options:

Display / hide borders

Define font size

Add dynamic informations *

Add/delete lines

Rules

The list title is not mandatory
Labels and values:If the label and its value are filled in, the 2 elements appear in the document.
If the label or its value refers to a dynamic informations that are not filled in, then they will not appear in the document.
If only the title or its value is entered, the element automatically takes up the entire width of the component.

Example on a document:

Logo component

Component goal: add / handle a logo

Customization options:

Replace the logo

Force size (or keep the original image size)

Display / hide borders

Choose logo alignment in reference to the component (left, centre, right)

Rules

The logo is not mandatory
This component is unique: it can only be present once in a document template.

Picture component

Component goal: add / handle pictures

Customization options:

Replace the picture

Force size (or keep the original image size)

Display / hide borders

Choose picture alignment in reference to the component (left, centre, right)

Unlike the logo, it is possible to insert several pictures into a document template.

Customer component

Component goal : manage the display of the customer's name and address (main address or delivery address if relevant)

Customization options :

Set font size

Choose a text style (bold, italic, force capitalization)

Choose a specific style for the customer's name (bold)

Choose a specific style for labels (bold)

Show/hide an external border

Show/hide optional data (labels, customer reference)

The Customer component edition panel is divided into 2 tabs:

- The STYLE tab is used to customise the appearance of the component.

- The DATA tab is used to display/hide certain information.

Rules

The Customer component is mandatory. It can't be deleted.

Example in a document:

Products table component

Component goal: manage the display of the list of products/services sold and their respective amounts

Options de personnalisation disponibles :

Show/hide borders (inside and outside)

Show/hide optional columns (quantity, unit, VAT rate, product reference)

RulesThe Products table component is locked. It cannot be deleted, moved or resized.

Example in a document:

Amounts and summary components

Component goals :

- Display document totals

- Display the public notice (if relevant)

- Show CGA (if relevant)

- Display the hide and sign block (if relevant)

- Display some legal notices

Customization options:

Show/hide VAT details

Select layout from 3 models

Choose the position of the stamp and signature block

Put labels in bold

Handler borders

Example in a document:

Bank details component

Component goal: display the company's bank details on the document

Customization options:

Choose a disposition (column / row)

Display/hide the external borders

RulesBank details component is not mandatory.
It can be deleted.
After deletion, to display the banking information again in the template, add a list or free text and use the dynamic informations.

Example in a document: